Investment Operations Associate - Torrance, CA
3 weeks ago

Job summary
EP Wealth Advisors is a wealth management advisory firm with over $40.5 billion in AUM as of September 30th, 2025. They are hiring for a Investment Operations Associate to support the day-to-day operations and work closely with Portfolio Managers and Advisors.
Responsibilities
- Data entry related to account setup and security coding
- Ensure data feed is established with multiple custodians
Job description
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